Why Mediwealth?

Mediwealth makes it easy for clients to access world class long term investment management, without hidden fees or large commissions. We construct, develop and manage your personalised Globally diversified Investment Portfolios across all asset classes.

Our Beliefs

Design it and leave us to manage it.

Once your comfort threshold for risk is found and your portfolio is chosen, we’ll do the work so that you can focus on work and family.

Efficient Fee Structures

Investing should be cost efficient. We provide investment management in a straight line cost structure, leaving more in the fund to invest.

Tax Management

We manage investments with tax in mind. Minimising your tax is key to maximising wealth. When possible we use gross roll up & reduced exit tax rates.

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Our Services Explained

Meet the Team

Become A Client

You work hard for your money, now take the step and let Mediwealth manage it for you.

We are a sophisticated Wealth Management firm that offers Investment and Pension advice on a FEE FOR SERVICE basis.

We do not take commissions on Pension or Investment Business.

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What We Do

Retention

Legacy control
Wills
Power of Attorney
Power of Guardianship
Capital Acquisitions – Inheritance Tax shelters
Business succession planning

Extraction

Availability of different reliefs that will enable you to pay less tax and increase tax free cash benefits.

Accumulation

Increasing performance
Reducing costs
Reducing tax
Model portfolios
Centralised investment process

Protection

Foundation
Protection
Risk Mitigation
Reducing Tax
Reducing Charges

Estate Planning

How to preserve your assets

Retirement Planning

How to target distribution of assets in a tax efficient way

Business Planning

How to grow and manage your business

Taxation

How to minimize your tax burden

Risk Management

How to protect your assets

“Mediwealth helped mitigate the potential tax loss for our estate, they were professional and helped guide us through every step of the way.”

Mr & Mrs Kelly
Medical Professionals & Property Investors